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WSR

Whitestone REIT
WSR

115 hedge funds and large institutions have $287M invested in Whitestone REIT in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 53 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $491K

77% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 30

15% more capital invested

Capital invested by funds: $250M → $287M (+$37.2M)

1.75% more ownership

Funds ownership: 50.3%52.05% (+1.8%)

9% less funds holding

Funds holding: 126115 (-11)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

Holders
115
Holders Change
-11
Holders Change %
-8.73%
% of All Funds
2.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
53
Reduced
30
Closed
17
Calls
$1.31M
Puts
$491K
Net Calls
+$816K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$475K +$580 +44 +0.1%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$468K -$31.7K -2,400 -7%
IA
53
IndexIQ Advisors
New York
$466K -$7.69K -583 -2%
AG
54
Aperio Group
California
$451K +$22.4K +1,699 +6%
AIG
55
American International Group
New York
$419K +$7.43K +563 +2%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$388K +$12.6K +952 +4%
CP
57
Cumberland Partners
Ontario, Canada
$387K -$383K -29,000 -51%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$387K -$122K -9,250 -25%
PI
59
PineBridge Investments
New York
$379K +$47K +3,565 +15%
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$367K +$30.5K +2,310 +10%
Manulife (Manufacturers Life Insurance)
61
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$365K -$57.1K -4,331 -14%
HFS
62
HL Financial Services
Kentucky
$356K +$20.7K +1,573 +7%
Citigroup
63
Citigroup
New York
$350K +$213K +16,146 +178%
SOADOR
64
State of Alaska Department of Revenue
Alaska
$349K +$161K +12,218 +94%
State of Tennessee, Department of Treasury
65
State of Tennessee, Department of Treasury
Tennessee
$347K -$20.9K -1,586 -6%
TPSF
66
Texas Permanent School Fund
Texas
$347K -$8.93K -677 -3%
Nomura Asset Management
67
Nomura Asset Management
Japan
$339K
TF
68
TIAA FSB
Florida
$332K
Bank of America
69
Bank of America
North Carolina
$258K -$232K -17,573 -49%
CA
70
Cetera Advisors
Colorado
$258K -$73.9K -5,600 -23%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$258K +$145K +11,000 +146%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$257K
MIM
73
MetLife Investment Management
New Jersey
$253K
BA
74
Boston Advisors
Massachusetts
$249K +$24.4K +1,850 +12%
LSERS
75
Louisiana State Employees Retirement System
Louisiana
$243K -$3.96K -300 -2%